Ibotta, Inc.
IBTA- Exchange
- NYSE
- Industry
- Services-Advertising
- SEC CIK
- 0001538379
In the last 90 days, Ibotta, Inc. insiders filed 0 open-market purchases and 16 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $478.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Ibotta, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 146
- +16 vs. Q1 2026
- Shares held
- 14.0M
- −236.9K (−1.7%) vs. Q1 2026
- Total value
- $478.2M
- +$52.1M (+12.2%) vs. Q1 2026
- New holders
- 28
- 38 more added
- Sold out
- 12
- 47 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $478.2M |
| Q1 2026 | 132 | $426.2M |
| Q4 2025 | 121 | $359.7M |
| Q3 2025 | 120 | $512.1M |
| Q2 2025 | 129 | $677.3M |
| Q1 2025 | 110 | $769.3M |
| Q4 2024 | 116 | $1.19B |
| Q3 2024 | 108 | $624.5M |
| Q2 2024 | 91 | $1.01B |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | $149.9M | 13.70% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,690,546 | $57.7M | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,016,521 | $35.7M | 0.02% | +7,234+0.7% | Added |
| BlackRock, Inc. | 937,170 | $32.0M | 0.00% | −25,474−2.6% | Reduced |
| Citigroup Inc | 644,972 | $22.0M | 0.01% | +4,289+0.7% | Added |
| Vanguard Capital Management LLC | 528,841 | $18.1M | 0.00% | +9,541+1.8% | Added |
| Notable Capital Management, L.L.C. | 336,042 | $11.5M | 22.27% | −30,990−8.4% | Reduced |
| BNP Paribas Arbitrage, SA | 333,106 | $11.4M | 0.01% | +5,933+1.8% | Added |
| Geode Capital Management, LLC | 277,664 | $9.49M | 0.00% | −18,899−6.4% | Reduced |
| State Street Corp | 272,487 | $9.31M | 0.00% | −12,018−4.2% | Reduced |
| Renaissance Technologies LLC | 223,083 | $7.62M | 0.01% | −16,217−6.8% | Reduced |
| Bank of America Corp | 201,088 | $6.87M | 0.00% | −38,079−15.9% | Reduced |
| Deutsche Bank AG | 173,907 | $5.94M | 0.00% | −97,518−35.9% | Reduced |
| UBS Group AG | 168,497 | $5.76M | 0.00% | −4,622−2.7% | Reduced |
| Morgan Stanley | 164,498 | $5.62M | 0.00% | −72,234−30.5% | Reduced |
| Nuveen, LLC | 162,509 | $5.55M | 0.00% | +110,489+212.4% | Added |
| American Century Companies Inc | 150,347 | $5.14M | 0.00% | +150,347 | New |
| Millennium Management LLC | 120,472 | $4.12M | 0.00% | +22,999+23.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 112,660 | $3.85M | 0.01% | −41,320−26.8% | Reduced |
| Goldman Sachs Group Inc | 105,702 | $3.61M | 0.00% | −5,037−4.5% | Reduced |
| Vanguard Portfolio Management LLC | 103,626 | $3.54M | 0.00% | −19,698−16.0% | Reduced |
| Barclays PLC | 101,360 | $3.46M | 0.00% | +37,158+57.9% | Added |
| Charles Schwab Investment Management Inc | 94,600 | $3.23M | 0.00% | −9,995−9.6% | Reduced |
| Northern Trust Corp | 93,333 | $3.19M | 0.00% | −35,261−27.4% | Reduced |
| XTX Topco Ltd | 88,350 | $3.02M | 0.04% | +24,326+38.0% | Added |
| Point72 Asset Management, L.P. | 88,313 | $3.02M | 0.00% | +24,184+37.7% | Added |
| Citadel Advisors LLC | 88,301 | $3.02M | 0.00% | −35,450−28.6% | Reduced |
| AQR Capital Management LLC | 86,237 | $2.95M | 0.00% | +38,230+79.6% | Added |
| JPMorgan Chase & Co | 84,759 | $2.91M | 0.00% | +66,890+374.3% | Added |
| Jane Street Group, LLC | 84,764 | $2.90M | 0.00% | −44,235−34.3% | Reduced |
| Vanguard Fiduciary Trust Co | 80,198 | $2.74M | 0.00% | −15,695−16.4% | Reduced |
| Saybrook Capital | 60,258 | $2.06M | 0.52% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 59,478 | $2.03M | 0.00% | +1,968+3.4% | Added |
| Price T Rowe Associates Inc | 49,983 | $1.71M | 0.00% | +1,219+2.5% | Added |
| United Capital Financial Advisers, LLC | 44,706 | $1.53M | 0.01% | −67−0.1% | Reduced |
| Primecap Management Co | 41,735 | $1.43M | 0.00% | −200−0.5% | Reduced |
| Tudor Investment Corp Et Al | 41,019 | $1.40M | 0.01% | +41,019 | New |
| Invesco Ltd. | 29,889 | $1.02M | 0.00% | −3,311−10.0% | Reduced |
| UBS Asset Management Americas Inc | 26,419 | $902.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 26,283 | $897.9K | 0.00% | +8,118+44.7% | Added |
| Quantinno Capital Management LP | 26,188 | $894.6K | 0.00% | +2,843+12.2% | Added |
| ForthRight Wealth Management, LLC | 25,180 | $860.1K | 0.22% | −5,116−16.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 24,770 | $846.1K | 0.01% | +24,770 | New |
| Voleon Capital Management LP | 24,205 | $826.8K | 0.02% | −7,556−23.8% | Reduced |
| ExodusPoint Capital Management, LP | 23,011 | $786.1K | 0.01% | +23,011 | New |
| Occudo Quantitative Strategies LP | 22,895 | $782.1K | 0.04% | +22,895 | New |
| Acadian Asset Management LLC | 21,701 | $739.0K | 0.00% | +6,605+43.8% | Added |
| Swiss National Bank | 19,800 | $676.4K | 0.00% | −10,100−33.8% | Reduced |
| Franklin Resources Inc | 18,930 | $646.6K | 0.00% | −7,106−27.3% | Reduced |
| Balyasny Asset Management LLC | 15,424 | $526.9K | 0.00% | −75,446−83.0% | Reduced |
| Rhumbline Advisers | 14,552 | $497.1K | 0.00% | −2,128−12.8% | Reduced |
| Penserra Capital Management LLC | 14,329 | $489.0K | 0.00% | −9,220−39.2% | Reduced |
| Jump Financial, LLC | 13,300 | $454.3K | 0.00% | +13,300 | New |
| STRS Ohio | 12,800 | $437.2K | 0.00% | +2,200+20.8% | Added |
| Baker Avenue Asset Management, LP | 12,750 | $435.5K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 13,850 | $415.1K | 0.00% | +1,800+14.9% | Added |
| Wells Fargo & Company | 11,391 | $389.1K | 0.00% | +4,601+67.8% | Added |
| Gsa Capital Partners LLP | 10,505 | $359.0K | 0.02% | +10,505 | New |
| Ameriprise Financial Inc | 10,434 | $356.4K | 0.00% | −5,207−33.3% | Reduced |
| California State Teachers Retirement System | 10,301 | $351.9K | 0.00% | +5,105+98.2% | Added |
| Susquehanna International Group, LLP | 10,162 | $347.1K | 0.00% | −5,062−33.3% | Reduced |
| Colony Group, LLC | 9,983 | $341.0K | 0.00% | +754+8.2% | Added |
| Engineers Gate Manager LP | 9,595 | $327.8K | 0.00% | +9,595 | New |
| Dimensional Fund Advisors LP | 8,917 | $304.6K | 0.00% | −75−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,710 | $297.5K | 0.00% | +8,710 | New |
| Fermata Advisors, LLC | 8,546 | $291.9K | 0.06% | −1,866−17.9% | Reduced |
| Jain Global LLC | 8,541 | $291.8K | 0.00% | −167−1.9% | Reduced |
| Fox Run Management, L.L.C. | 8,512 | $290.8K | 0.05% | +8,512 | New |
| Squarepoint Ops LLC | 8,481 | $289.7K | 0.00% | +8,481 | New |
| Vanguard Asset Management, Ltd | 8,230 | $281.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8,001 | $273.3K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 7,934 | $271.0K | 0.00% | +7,934 | New |
| Norden Group LLC | 7,537 | $257.5K | 0.02% | −193−2.5% | Reduced |
| Creative Planning | 7,298 | $249.3K | 0.00% | +7,298 | New |
| MetLife Investment Management | 7,153 | $244.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,965 | $238.0K | 0.00% | +6,965 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $232.3K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 6,532 | $223.1K | 0.04% | +6,532 | New |
| Jupiter Topco LLC | 6,500 | $222.9K | 0.00% | +6,500 | New |
| Legal & General Group Plc | 6,118 | $209.0K | 0.00% | −3,845−38.6% | Reduced |
| Brevan Howard Capital Management LP | 5,911 | $201.9K | 0.00% | +5,911 | New |
| Ieq Capital, LLC | 5,873 | $200.6K | 0.00% | +5,873 | New |
| SRS Capital Advisors, Inc. | 5,789 | $197.8K | 0.00% | +5,720+8,289.9% | Added |
| Quantbot Technologies LP | 5,567 | $190.2K | 0.01% | −15,303−73.3% | Reduced |
| Meeder Asset Management Inc | 5,110 | $174.6K | 0.01% | +3,821+296.4% | Added |
| New York State Common Retirement Fund | 4,900 | $167.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,712 | $161.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,573 | $156.2K | 0.00% | −637−12.2% | Reduced |
| State of Wyoming | 4,441 | $151.7K | 0.02% | +4,441 | New |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $135.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 3,200 | $109.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,047 | $104.1K | 0.00% | −11,378−78.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 3,000 | $102.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,872 | $98.1K | 0.00% | −116−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,871 | $98.1K | 0.00% | +358+14.2% | Added |
| FMR LLC | 2,305 | $78.7K | 0.00% | +42+1.9% | Added |
| Royal Bank of Canada | 2,246 | $76.0K | 0.00% | +687+44.1% | Added |
| Simplex Trading, LLC | 1,543 | $52.7K | 0.00% | +281+22.3% | Added |
| Tower Research Capital LLC (TRC) | 1,340 | $45.8K | 0.00% | −48−3.5% | Reduced |
| Private Wealth Asset Management, LLC | 1,000 | $34.2K | 0.00% | 00.0% | Unchanged |